Mercer Advisors ranked in the top 15 in this year’s San Diego Business Journal Wealth Management Firms list. We manage over $2.2 billion in client assets in the San Diego area, and our local advisors are dedicated to serving the distinct needs of clients in the area. At Mercer Advisors, our goal is to help our clients amplify and simplify their financial lives so they can live the life they choose.

Important Information

Company statistics as of April 2025.

Firms were Ranked by assets managed locally for fiscal year 2024.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.